Many Workamajig users overlook the process of closing a project in Workamajig. Oftentimes, they feel as if changing the status, or addressing all open transactions is enough to “close” a project from their system. This is not true! Your company needs to define a systematic process for closing Workamajig projects.
The Workamajig Way – Estimating and Quotes
The Workamajig Way – Estimating, Purchasing, Vendor Bid Requests (Ron Ause) Several ways to create an estimate. Workamajig recommends setting up by task and service. Most clients will see a summary output of your Estimate. Estimates are partially built once created (we are doing by task and service). There are two tabs